Raymond James reports record AUA of $1.97T for August, up 16% YoY

RAYMOND JAMES FINANCIAL INC

Record AUA $1.97T, up 16% YoY and 2% sequentially on higher markets and strong advisor retention/recruiting.
Private Client Group AUA $1.8997T (+17% YoY); fee-based accounts $1.1812T (+21% YoY).
Financial assets under management $350.5B, up 30% YoY; bank loans net $56.4B, up 12% YoY.
Domestic cash sweep and Enhanced Savings balances $57.4B, up 6% YoY and 1% sequentially.
CEO cites strong investment banking pipelines but uncertain closing timing.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.